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Chinese boy bands? First time I'm hearing of them

Well, it's a vague statement that there is little multiplier effect. For eg. You only took into consideration the wages. What about the factory construction, utilities, ancillary expenses, taxes, local suppliers, transportation and then living standard of a Chinese worker and wherever he spends...

This is very true. Quality of mass graduates is dog shit.

Factually incorrect. Why are you ignorant of money multiplier effect.

Another thing i don't like when people compare GDP without the debt per capita. You can go back and look at South Korea and Japan debt ratio per capita. Basically if you increase consumption by leveraging debt that doesn't count as organic growth. It is debt fueled. This practice is now in...

Dude, you missed my point. Japan, Korea and Taiwan had a growing export market even if their domestic population was shrinking. World is expecting China and India to drive growth so in that aspect it would be good be realistic.

Yes that's what I meant to say, they'll just move in and start living there.

It is easy to say but you don't understand the context and weight of the headwinds China is going to face now. The population has peaked. Pause and think about it. 🤔 Labour force shrinking. Pause and think about it. 🤔 Globalisation unwinding. Pause and think about it. 🤔 300% total debt to...

Entertain this thought for a moment - Don't you think Japan, South Korea and China has had a better period of time to outgrow and increase their share of global trade? Now with globalisation unwinding and Europe stagnating and US slowing growth it would be a tougher fight for India because the...

I just said we can't generate as many jobs as we have graduates basically. I didn't even look at the numbers what the report has

It's a relevant question for Indian economy thread. Most DFI members are in "sab changa si" mode on job numbers but the reality is that we can't generate enough jobs for our youth. It won't change overnight either.

My god, imagine the kids. That'll be interesting to see.

Lol OldChineseLadies Anyway, issue is misallocation of capital which needs debt servicing and dependents on sole child of the family from both father and mother sides of family. Can't boost economy with endless construction of roads and high speed rail anymore. Will need real innovation and...

That is mathematically impossible. China has grown old before it could get rich. There are hundreds of studies on it, i need not elaborate. Might only be possible if you start mining unobtanium from pandora.

Easier said than done. But the bigger question is how are you going to automate consumption. Consumption of real estate, goods, education, automobiles with declining population.

@another_armchair Increase in China exposure and short duration corporate bonds. With reopening happening faster than expected, the price of the bonds offered more values especially in real estate investment grade. They are looking for value and good rates, even in real estate which is impacted...

Yeah you are making a broader point. China could've managed it. The real gauge of wealth of a citizen becomes more curious when you take into account that Chinese don't actually own their land forever but lease it. Indians don't have that problem and it's even more skewed since most of Chinese...

All I know is the trade surplus of China is nothing to scoff at. Another thing is that producing low quality mass production might gain you for eg. $1 per unit but if your scale is as huge as China then it will accumulate to hundreds of billions of dollars. Of course it is also exaggerated that...

Yeah i am subscriber since long time but I'm saying that there has been wage growth. Being below $150 or not is another matter. Also, we should be discussing wages in a particular industry and not comparing with average wage of the country. It's also true that Mexico has lower wages than...

I don't know where you are quoting your figures from but from what I've heard wages have gone up. Now comparison to cost of living should be done in tandem to understand if the worker is better off now.